Company Description

Voyager Wealth Management, LLC specializes in navigating the complexities of today's investment landscape for affluent individuals. Our disciplined approach helps clients define and implement appropriate investment strategies to meet their financial goals. We personalize portfolio solutions, going beyond typical "product" offerings to ensure each client's unique needs are met in an increasingly swift and volatile market.

Role Description

This is a full-time on-site role for a Portfolio Administrator located in Lake Geneva, WI. The Portfolio Administrator will be responsible for maintaining client investment accounts on our portfolio management system, conducting trades, investment strategy research, client reporting, communication with staff and project as they arrive from wealth advisors. The role involves ensuring that the implementation of investment strategies aligns with clients' objectives and providing support in navigating the financial market's complexities.

Qualifications

Strong Analytical Skills and proficiency in Finance and Investments
Experience with Trading
Excellent Communication skills
Bachelor's degree in Finance, Economics, or a related field
Ability to work on-site in Lake Geneva, WI
FINRA 65 or 66 will be required to obtain within 3 months
Relevant certifications such as CFA or CFP are a plus
Prior experience in wealth management or a related field is preferred

Voyager Wealth Management, LLC

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Portfolio Administrator